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Welch Financial Planning’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Welch Financial Planning’s Portfolio COWZ Stock Details COWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$440K Sell
7,067
-42
-0.6% -$2.65K 0.26% 49
2026
Q1 		$445K Sell
7,109
-1,020
-13% -$64.1K 0.32% 41
2025
Q4 		$489K Buy
+8,129
New +$478K 0.36% 39

Other funds holding COWZ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return

Welch Financial Planning's COWZ Position: Q2 2026 in Review

Welch Financial Planning reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.59% in Q2 2026, selling an estimated $2.65K and leaving 7,067 shares worth $440K. The position accounts for 0.26% of the portfolio, ranked #49.

Welch Financial Planning first reported a position in COWZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $489K in Q4 2025. 548 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Welch Financial Planning held 7,067 shares of Pacer US Cash Cows 100 ETF worth $440K as of Q2 2026.
  • Welch Financial Planning sold 42 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $2.65K.
  • Pacer US Cash Cows 100 ETF made up 0.26% of Welch Financial Planning's portfolio in Q2 2026, its #49 holding.
  • Welch Financial Planning first reported a position in Pacer US Cash Cows 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • Welch Financial Planning's Pacer US Cash Cows 100 ETF position peaked at $489K in Q4 2025.
  • 548 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.